Serving a wide range of clients with clearly defined needs

We serve a truly diverse group of clients from many walks of life and vocational endeavors. They are also at various stages of life – some just starting, others at mid-career and others already enjoying life in retirement. Yet in every case we are able to help provide them with service and care based on not only the particular needs of their specific client group, but also on their truly unique individual needs.

There are many things to consider as retirement approaches, including how much monthly income you’ll need, where the money will come, and, if you own a business, an exit strategy. We address these and other details by analyzing your needs and wants in retirement along with your assets and liabilities. Because people are living longer today, the possibility of going 30 years without a paycheck takes careful retirement income planning and disciplined investing. We can create a plan for sustainable monthly withdrawals* from your investment portfolio designed to help make your money last your lifetime.

Once retired, we will regularly review your plan to make sure it reflects changes in your personal life and remains aligned with your goals and wishes. We can also assist you with important matters such as making required minimum distributions, account titling and beneficiaries and charitable giving.

* Withdrawal amounts may vary subject to market fluctuations and value of portfolio.

As business owners, we understand all that goes into successfully running your business. As financial advisors, we possess the knowledge and skill to help you plan effectively for your business's present success and future continuity. From 401(k) planning to succession strategies, we offer a variety of services to help keep your business on the course you envision.

From navigating the day-to-day concerns of substantial wealth to preserving a legacy that can last generations, the financial needs – and possibilities – of successful families are unique. Our team offers the specialized experience and personal support to help you and your family move toward the future as you see it.

Our team of financial professionals is experienced in managing the financial issues that impact physicians and other medical professionals. By collaborating with your other qualified advisors, we can create family limited partnerships or asset-protection trusts, secure umbrella insurance coverage and help you find strategies for dealing with managed care reimbursement cutbacks and rising practice expenses.

Those in the highest positions often contend with the greatest degree of complexity when it comes to financial planning. Drawing on our extensive experience with executives and other key employees, we offer an array of services to help you plan effectively for your substantial pool of assets – from managing deferred compensation and diversifying concentrated stock positions to 10b5-1 planning and investment banking.